Header Information

1) Quoted By - Enter the name or initials of the Individual preparing the Quote.
2) FOB - Indicate the FOB point.
3) Estimated Freight - enter the estimated freight amount if NOT using the Leader Marine's UPS account or the Ship Via reads PICK-UP.
4) Quote Validity - enter the date the quote is valid through.
5) Discount - Enter the Order Discount percentage if an entire order discount applies. Must click the button that applies the Order Discount (Apply Order Disc) to the right of the Discount field. Program also allows for discount entry on a line item basis rather than the entire Order. Selecting the blue "UPDATE" button will apply the discount without submitting the quote.
6) Ship Via - this will display the preferred shipping method. See estimated freight above. This is a display only field.
7) Leader Marine comments - these are comments provided by Leader Marine to aid in preparing the vendor offer. This is a “display only” field and non-modifiable.
8) Vendor Reference - the vendor MUST enter their quote reference number here for future identification. PO's issued will reference the vendor's quote number.
9) Vendor comments - enter comments that apply to the entire quotation. Example 1: if you increase value of PO to $500 additional discount of 10% applicable; Example 2: all items not returnable as specially cut.; Example 3: small order charge of $10 applicable.
10) No Quote - Select the header "No Quote" button if not quoting the ENTIRE Inquiry.
11) Items in Yellow Background color are non-modifiable.

                       Line Item Detail

1) Please enter your vendor part number, unit price, line item discount, line item comments and availability. Vendor part numbers will appear on PO's when orders are placed.
2)THE PRICE OFFERED MUST AGREE WITH THE UNIT OF MEASURE - NO EXCEPTIONS - THIS IS CRITICAL. In the event you need to supply more than the quantity listed or a minimum exists or different pack size with a different corresponding price will actually be supplied, explain this in the line item comment field. YOU MUST QUOTE IN ACCORDANCE WITH THE LOCKED UNIT OF MEASURE - NO EXCEPTION.
3)  For items under contract, the Unit Price, Discount, Net Price, and Ext Price will have a yellow Background.  The Unit Price on Contract items cannot be altered.
4) If you are unable to quote an item, select the line item NO QUOTE (NQ) box. Simply leaving the price ZERO is not acceptable.
5) If an item is considered Hazardous, select the (HM) box that will branch to a separate HAZMAT entry screen. We rely upon the vendor to communicate that an item is considered HAZMAT so that proper shipping procedures can be followed. Enter the UN# in the UN # field in the format UNXXXX or NAXXXX. The application will check that the letters "UN" or "NA" appear before the 4 digits of the HAZMAT item. Enter the Shipping Name and the Classification in the provided fields. Example for Bleach: UN1791 (UN#), Hypochlorite solution (shipping name), class 8, PG III (classification). Once a UN# is entered the application will automatically check off the HAZMAT box on the line item screen.
6) All items are assumed returnable unless otherwise noted.
7) Items received incorrectly will be returned to the vendor via the most economical form of transport with return freight payable by vendor if a vendor Error.
8) Example of line item comment: Specially cut - not returnable.
9) Example of line item availability: Available in one week.

Quote Submission
1) Click "UPDATE" once you have entered all data and made final changes. "UPDATE" will refresh the screen re-computing discounts, etc. WITHOUT submitting the final offer.
2) Select "SUBMIT" to return the final quote electronically when completed. The application will detect if required fields are not populated. If necessary information is omitted the program will not allow submission. In this case the cursor may re-position to the field(s) missing data or a validation message may appear on the right hand side of the screen above the blue boxes detailing missing information. Once a quote is submitted it cannot be re-submitted and the screen will no longer allow changes unless approved and re-released by Leader Marine. Contact the buyer if this is necessary.

Quote Status

Open - the initial status of an inquiry when forwarded to a vendor for quotation
Incomplete - the status when a vendor selects "UPDATE". This sets a byte on the host system indicating the vendor is working on their offer, however no actual submission has taken place.
Submitted - the offer has been submitted and no changes are allowed going forward. All data fields are frozen.
Expired - once the inquiry exceeds the required date & time, the status will change to Expired. Quotes will not be accepted for expired inquiries. On-time submissions will be monitored as a vendor performance metric.

Note: in the event a quote has been submitted and the vendor wishes to make a change, contact the buyer. At the option of the buyer the quote status can be re-set to INCOMPLETE allowing quote re-submission.

Parts Lookup
The Parts Lookup allows the vendor to search historical data for a part number previously quoted. The program will accept a partial part number code or the entire code. Selecting Search will display the search results. Additional Functionality

1) The vendor has the ability to export the bid screen at any time during the process. Simply select the blue button "Export to Excel".
2) The vendor has the ability to print at any time. Document defaults to landscape 8-1/2" H x 11" W format.
3) Changes in required dates - in the event that Leader Marine changes the due date or time of an inquiry, an advisory e-mail will be sent to the vendor.

If you require technical assistance, please contact Leader Marine.  Alternatively, kindly send an e-mail to sales@LeaderMarineUSA.com.